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Investment Associate

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Job Order #: 5662503

Employer Name:
NATIONAL BANK FINANCIAL
Posted Date:
10-Jan-2019
Location:
YORKTON
 
# of Positions:
1
Employment Terms:
Full Time
Education:
Post Graduate
Experience:
1-2 Years
Apply By:
28-Feb-2019
How to Apply?:
https://jobs.nbc.ca/search-jobs/Saskatchewan?orgIds=5889&alp=6251999-6141242&alt=3
 

Application Information

Employer Name:
NATIONAL BANK FINANCIAL

Contact Email:
heather.youngbullen@nbc.ca

Employer Website:
www.nbf.ca



Description

Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.
Participate in activities to support Investment Advisors in their business development.
Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
Analyze, open and update client files.
Generate portfolio management reports.
Implement efficient procedures for the administration of client files.
Manage the advisors agenda, book appointments and prepare for client meetings.
Provide clients with information on tax slips and other documents.
Assist clients in the use of our digital banking services.
Carry out all other related tasks.

 

Skills and Abilities

Work Setting
 - Private sector
Business Equipment and Computer Applications
 - Electronic mail
 - MS Word
Security and Safety
 - Basic security clearance
Essential Skills
 - Computer use
 - Job task planning and organizing
 - Working with others
 - Oral communication
Technical Terminology
 - Financial

 

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